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. that includes 7 cents a share of negative impact about a because of superstorm sandy, because of those recovery efforts. what was the estimate, joe? >> i mean, the number that they're -- that we're seeing reported by reuters are -- i don't know whether that's yearly or what, but they're taughting fourth quarter of 1.48. >> fourth quarter, 38 cents. >> i saw that, but -- >> even with the seven cents back in, the estimate was 50 cents. >> this must have a lot on other stuff in it. the one that is sitting on the wire. we're getting some news from the company itself. but yeah, there is a -- does that include did they sell something or have a big gain? they might have. what did you -- >> 38 is what they say, plus the 7 cents. >> that is still below. >> below what the street would have been looking for and -- >> i doubt if they're going miss by -- you know, as stable a company as verizon is -- >> although the company is saying they were positioning themselves for growth in 2013. the story is the verizon sees opportunities in the fourth quarter to improve profits for 2013 means they probably threw a l
that a beat, wouldn't you, despite some losses from superstorm sandy. shares fresh 52-week high. up more than $2 at 78.49. do we like travelers at this price? >> we do. if you like this price, you could potentially sell some puts, that allows you to collected premium and come in lower. the ceo has done a great job. you look at this low interest rate environment, he's honing the prices. that's why they'll do better in the future. >> on to verizon, fourth quarter loss, missed expectations, seeing strong subscriber growth, but impact from super storm sandy and pension costs hurting that phone carrier. herb greenberg was on the earnings call this morning and pointed out that as we get more and more platforms in the mix there will be competition, subsidy reduction as there was in the basic phone history in the ecosystem. that sounds not so hot there, jeff. what do you think of verizon. >> verizon has spent a lot of their network, the fios network. so verizon, short-term you will havae agn opportunity to buy ha here. verizon are moving forward. they're diversified. it would be nice to see stated an
by superstorm sandy. >> dupont 2013, a cautious year with the slow growth world economy. how worrisome are those comments from the economic bellwether. >> j & j exceeds estimates. the full year forecast a bit below the streets, as investors pay close attention to new ceo alex gorsky. >>> the dow component reporting fourth quarter numbers of 38 cents. that was well below estimates. verizon said the results were impacted by superstorm sandy. we're just getting details now, david, on activations on things like the iphone, 6.2 million, not too shabby. >> the problem was not necessarily activations, carl. the key is simply that margins came in even worse than had been anticipated. this, after the company already guided them down a bit at the consumer electronics show a couple of weeks back. and there, of course, you're talking about operating koose i higher than anticipated. investors may be a little concerned today when you take a look at that chart there. now, listen, to carl's point, they're adding a lot of customers. they're activating a lot of devices. we talk often about the subsidy for the app
applications rising, hurricane sandy hitting the east coast and home building about to rise again. >> mm-hmm. >> caller: i own a stock for less than a year and made good money on it, but there's questions about their cash flow. i was wondering if it's a good player or should i sell? the stock is called head waters, hw. >> no, speculative and you hit it out of the park. it's time to -- >> sell, sell, sell! >> you did real well, let's move on. i've got to tell you, i think once the stock goes up like that and is exactly as you said about it, take the money and run. paul in minnesota. paul? >> caller: hey, jim, how's it going? >> all right. how about you? >> caller: i've got a question about facebook. what do you think about the earnings report next week? >> i don't know, the stock has had a big run. i do like facebook, i've liked it since the last conference call. i'm not backing away. it's certainly a lot more exciting than say, apple, it may not be as good as google, but it's fine. it's fine. i think it's going to be good. i wish it would go back under $30 where it was the other day, tha
hurricane sandy that's going to start in q2? >> well, we had a very strong quarter in oriented 12r57bd board as well as lumber. i don't think that was directly tied to hurricane sandy. it takes some time to really be able to respond to a calamity of that nature. but there will be a lot of rebuilding that will take place. we're positioned to take advantage of that. and there will be demand for all of those products. the challenge in every single case will be building that infrastructure back. but that will put some extra pressure on the housing market as well as just the general recovery that we're expecting this year. as we reported this morning, our estimate is that we would see housing starts recover in 2013 to about a million starts. that's a 30% increase off of last year. and in 2012 was up about 30% from 2011. so we're starting to see rebuild. but it's still very low levels compared to long-term trend needs for probably a million five to a million seven starts in this country. >> dan, the housing market can be the engine of a serious recovery because of how many people it takes, right?
to shrink in the market when all the sandy rebuild is going to go into the economy. i could see second quarter, third quarter a real acceleration because of the sandy spend. >> we have to leave it there. we appreciate that. thank you so much. >>> yahoo shares up nearly 30% since marissa mayer. >> stuck in neutral for a couple years. we got to see a number better than last year's $446 million. that could be harder than ever. one yahoo's been redesigning pages to make user friendly. two don't have ads. so those are potential head winds. one possibility is search revenue it ends up picking up the slack. >> all right, jon. thank you so much. >>> we're in the final stretch. 50 minutes before the closing bell sounds for the day. good movers with individual names now. >> how do you make the moves in the market? the pros on how to play these milestones are coming up. >>> then toyota knocking gm out of the top auto maker spot. does that mean you should buy into toyota and avoid gm stock now? >>> and we'll bring you the yahoo earnings release. will marissa mayer prove herself this quarter? you c
tainiously, they is focused on it too. writing, 7% hit from sandy, big numbers. the stock is down 30 cents. so i renew my efforts. find my something, what is wrong with verizon. i don't see it. find me what is wrong. nothing. just the questions with the margins. it is kind of unoable. and then i'm over across the street. it was a much worse than expected quarter. verizon eps misses leads the vz tombstone. so it is natural that the gang come to me and asks me what i thought. i don't know. in earnings season fine doesn't cut it. the stock is either great or bad, a or sell sell sell and a shortfall is bad. all of this mind you is coming in a total vacuum. what is left after the cost is selling the goods, we don't know. yet the stock is trading heavily and all downhill. so i guess it is really bad. pretty much intimate that by the time the morning begins. the stock starts to trade higher. the cfo has told the people that i can't hear that the company is confident that the margins will improve. cell phones, as you know, if you bought one are heavily subsidized and bangs the margins down. after
go. stephanie comes back instantaneously, she is focused on it too. writing, 7% hit from sandy, big wireless numbers. the stock is down 30 cents. so i renew my efforts. find me something, what is wrong with verizon. i don't see it. find me what is wrong. nothing. just the questions of the margins. it is kind of unknowable. and then i'm over across the street. it was a much worse than expected quarter. >> verizon eps misses, reads the tombstone. so it's natural when the gang at squawk comes at me and ask what i thought of a rise in. i don't know. nothing wrong i can see. it is fine. and earnings season, fine doesn't cut it. the stock is either great or bad. it's either a buyer or a cell and a shortfall is bad. all of this, mind you, is coming in a total vacuum, and what verizon is going to say about the margins, what's left after the cost of selling the goods, we don't know. yet the stock is trading heavily and all down hill. so i guess it's a really bad. i pretty much intimate that by the time our morning show begins. i'm beaten down. and taken to the canvas defending this horizon.
, finally rebuilding from fukushima have tremendous radiation period. we haven't started the sandy rebuild yet. the united states, he's talking about inland empire, which had been the single worst hit area in america, bidding wars for houses. he is saying wi is going to be an upyear. analysts downgrade it. this is why i say there's another current of skepticism. largest lumber company, that stock's not stopping here. >> i had to laugh when trim tabs gave their inflow numbers for january. $55 billion into mutual funds and etfs. they said the previous record was february of 2000. their words right before the tech bubble popped. that's the skepticism you were talking about. >> investing in irony is a popular thing. they say, i remember, in 1989, we had just come from 1987, and we got back to these levels. i said, well, that's ridiculous. everyone's going to be -- once they get back to the '87 level, they'll sell. the market doubled. then it doubled again. investing in irony is difficult. what you do is invest in earnings, invest in companies, invest in profits. and the profits are pretty good
carefully after the bump up from hurricane sandy, it came right back down. that's a good sign that people are not getting fired. and second, an underrated index, the index of leading economic indicators. you saw the slump, that slump was around the middle the year as the whole economy was worrisome but look how well it's come back towards the back end the year. that i think is part of the scenario that we'll grow faster than we have. look at house, retail sales, look at manufacturing, look at other indicators, they've ended the past year pretty good and they are starting the new year pretty well, 2.5%, it ain't the greatest i rather have 5%. leapt us move on. big day for democratic senator diane feinstein. ban 150 types of hand guns and rifles. over time dry up the entire supply of weapons. while she's at it she forgot say that she's in complete violation of the second amendment. this is over the edge stuff with all due respect to miss feinstein. we'll be right back to cover it. . >>> welcome back to "the kudlow report." i'm larry kudlow. in this half hour you can say we didn't warn you.
've surpassed issues of weather and sandy and if it has good numbers i think people will use that as a catalyst to propel the market higher. >> okay. nick, who are you watching? take your pick. any particular category, any particular stock next week? there is plenty to choose from. >> absolutely. there's been a wide range of companies and industries reporting next week. so far we've had 147 companies in the s&p report. a lot of them this week have been the financial sector so domestically focused. >> right. >> next week we'll have the materials, energy, and industrial sectors and caterpillar one of those to see, really look and see if we'll see in the data what global growth is doing if there is a pickup. we're seeing it in the global pmis pick up. we want to hear from the companies as well. that can be a real dermer if the market rally will continue. >> apart from caterpillar what sectors or names have the potential to disappoint the market? >> i think yahoo has the potential to disappoint. i think facebook has the potential to dispoint. i think a lot of the store names out there that have pal
vote and look at the sandy vote. a microcosm. what you're finding there is john boehner willing to break what is called the hastert rule, which is that to pass measures with majority democrats when they really need to be passed. i have no illusions every bill is going to go down that way. and then with the debt ceiling, same thing. i do think there's some evidence that republicans are saying, you know, in part for public image reasons but maybe in part because of good economic reasons, we can't keep whacking away at the economy like this to please our base we ha. >> it's not about the two parties necessarily shifting their philosophical positions or moving together but more of a practical decision by the house leadership to recognize the limits on what they can accomplish with the majority in the house and the limits in terms of the public support for their position. you know, one of the things, chuck, the president used the campaign to do was to try to lay out in front of the public the competing visions for approaches to economic growth and deficit reduction. he feels like he'
costs and to super storm sandy, the telecoms are only at 44 cents a share. revenue and subscriber growth, they were better than expected as the company sold 8.6 million iphones. at&t pays a big subsidy after it sells. but over the long-term, they are expected these iphones to help things out. ceo randall stevensson says the company is eyes oversees growth opportunities. if you take a look at shares at at&t, that stock at this point trading at 33.75. >> at&t, that stock is a 5% yielder. 5.3%. let's get to andrew at the world economic forum. and he seemed like he was champing at the bit to get this news out. and i'm not really sure what -- >> it better be good. >> first of all, it's a busy day here in davos. we have a big show for you. we have lloyd blank fine coming up at 8:00. those are the big things happen here on squawk. we also have. >> news for you, mario draghi making some comments that a lot of people are paying attention to this morning. an upbeat speech he gave, pretty optimistic. some people calling it a bit of a mystery lap, talking about a possibly recovery starting six month
by a penny earnings in the fourth quarter. the reason, fewer people taking tests because of superstorm sandy. david, back to you. >> thanks very much, mary thompson. the recent rush for dividend paths has made that space quite attractive. those straying away from the volatility in the market has found a haven in the stocks. should you be setting your money in that group. bob manages over $40 billion in assets. nice to have you here. >> thank you. >> i would imagine one threat to that portfolio is if we are in a significantly rising rate environment. if that is the case, how do you change or position what has been a strongly performing sector in the last year? >> we focus on dividend growth rather than a level of yields. that's where people have gravitated to. focusing on dividend growers, we're still finding value. our portfolio is trading to a discount, which is a benchmark. we feel there's upside potential should the economic recovery continue to gain ground. >> taxes on dividend, not that great, but does it perhaps forestall what had been hopes for willingness of u.s. corporations, say le
the prior year. the company cited a variety of factors including the fiscal cliff and hurricane sandy. >> the d.c. district u.s. court of appeals ruled that president obama's nlrb recess appointments, which were already controversial in 2012, were not only controversial but unconstitutional. our next guest is demanding that they resign from their posts. senator mike johanns joins us now with more on the letter that he wrote to the cfp and the nlrb calling for immediate resignation. senator, did you get an answer? >> i have not gotten an answer yet. hopefully i do and i hope they do step down. >> what is the likelihood that it's appealed to the supreme court? >> you know, i do think there's a likelihood. although the risk that the president has at this point is if he appeals can the decision get worse? that's always a debate that goes on. but the end result here is it's almost redundant to ask them to resign because they're there illegally. the court side so. >> how do you -- how would it get worse? because this court took a much broader ruling than people had anticipated. this was not
Search Results 0 to 17 of about 18 (some duplicates have been removed)